MU vs PANW: Which Is the Better Buy?
Side-by-side comparison of Micron Technology, Inc. and Palo Alto Networks, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
Micron Technology, Inc. · Technology
$1,080.53
+4.1% upside to fair value
Med Conviction
Grade C
High Quality
VS
Palo Alto Networks, Inc. · Technology
$374.74
-5.2% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
MU has more upside to fair value
(+4.1%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
MU |
PANW |
| Current Price |
$1,080.53 |
$374.74 |
| Fair Value Estimate |
$1,124.98 |
$355.11 |
| Upside to Fair Value |
+4.1%
|
-5.2%
|
| Market Cap |
$1,220.3B |
$305.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
17.6x
|
569.8x
|
| Price / Sales |
13.5x
|
26.6x
|
| Price / FCF |
46.6x
|
64.0x
|
| Revenue Growth YoY |
+345.7%
|
+34.4%
|
| Gross Margin |
72.6%
|
70.4%
|
| Operating Margin |
65.7%
|
6.1%
|
| Return on Equity |
70.5%
|
1.7%
|
| Dividend Yield |
0.05% |
0% |
| FCF Yield |
2.15%
|
1.56%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Micron Technology is a global leader in advanced semiconductor memory and storage, operating across Compute and Networking, Mobile, Storage, and Embedded segments with DRAM, NAND, and NOR products sold under the Micron and Crucial brands to cloud, data center, mobile, automotive, and consumer markets. The business quality is high on current fundamentals: TTM gross margin is 72.6%, TTM operating m…
Palo Alto Networks is a global cybersecurity leader built around next-generation firewalls, the Panorama management platform, and a broad subscription portfolio spanning threat prevention, cloud security, secure access, and security analytics, sold to medium and large enterprises, service providers, and governments through direct and channel distribution. The business quality is genuinely high on…
Accumulation Zones
| Metric |
MU |
PANW |
| Zone Low |
$843.74 |
$266.33 |
| Zone High |
$956.23 |
$301.84 |
| In Buy Zone? |
No
|
No
|